StockDriftsStockDriftsTop 50 Anchor Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | 3.14% | 101.8K | $37.7M | -2.08%(-2.17K) | $199.83(+102.77%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 2.75% | 129.9K | $33.0M | -0.56%(-727) | $106.53(+180.56%) | 2026-03-31 | |
| V | VISA INC COM CL A | 2.71% | 107.5K | $32.5M | -0.20%(-211) | $193.60(+65.45%) | 2026-03-31 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 2.55% | 1.19M | $30.6M | +1.77%(+20.78K) | $15.21(+91.81%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 2.14% | 89.4K | $25.7M | -18.06%(-19.72K) | $89.68(+344.97%) | 2026-03-31 | |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | 2.08% | 13.2K | $24.9M | +0.04%(+5) | $1022.59(+86.73%) | 2026-03-31 | |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 2.01% | 1.23M | $24.1M | +1.22%(+14.81K) | $19.44(+1.19%) | 2026-03-31 | |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 1.96% | 1.15M | $23.6M | +6.07%(+65.95K) | $20.30(+0.71%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON COM | 1.79% | 87.6K | $21.4M | -1.20%(-1.06K) | $150.01(+53.61%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 1.78% | 74.2K | $21.3M | +0.70%(+513) | $110.45(+264.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.37% | +49.62% | +8.59% | +50.98% |
| Top 20 Holdings Unweighted | +14.61% | +50.55% | +8.34% | +49.29% |
Anchor Investment Management, LLC reports $1.20B in US-listed equity holdings across 1,067 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (3.1%), AAPL (2.8%) and V (2.7%). The top 20 holdings account for 36.69% of reported assets. Its disclosed equity book has returned +49.62% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Anchor Investment Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1634149). View Anchor Investment Management, LLC’s 13F filings on SEC